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theseriousinvestor 89 posts  |  Last Activity: 4 minutes 12 seconds ago Member since: Dec 31, 2009
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  • Reply to

    For the time being, please forget

    by hddriven 22 hours ago
    theseriousinvestor theseriousinvestor 4 minutes 12 seconds ago Flag

    Actually McGoo, I would have a private dialogue if I could - out of pure curiosity if nothing else- but I'm sure not posting my email on Yahoo.

  • Reply to

    Assuming CPLP takes 30% HMM cut...

    by neumansmom1 3 hours ago
    theseriousinvestor theseriousinvestor 1 hour 39 minutes ago Flag

    This story came out Feb. 8:
    HMM, which has laboured under debt-to-equity ratios in excess of 700% in recent months, signed a contract on Friday to sell its dry bulk division to H-Line Shipping, a firm controlled by Korean private equity firm Hahn & Co in a deal reportedly worth KRW120bn ($100m) with H-Line also assuming debts of around KRW420bn.

  • Reply to

    For the time being, please forget

    by hddriven 22 hours ago
    theseriousinvestor theseriousinvestor 1 hour 47 minutes ago Flag

    I am always interested in a meaningful dialogue on any of my investments, including this one. I poised a fair question yesterday in response to your post and perhaps jumped to conclusions a bit too quickly late this morning.

  • Reply to

    Assuming CPLP takes 30% HMM cut...

    by neumansmom1 3 hours ago
    theseriousinvestor theseriousinvestor 2 hours 1 minute ago Flag

    neuman... I assume you have heard that HMM is trying to or has sold it container business to private equity. Assuming that happens/happened, would you not expect the leases with CPLP to transfer to the new private equity buyer... thereby ending up in stronger hands?

  • Reply to

    For the time being, please forget

    by hddriven 22 hours ago
    theseriousinvestor theseriousinvestor 3 hours ago Flag

    An extremely cynical, suspicious person might wonder about that late day post and the early morning preferred sell off. Of course, only a cynical, suspicious person.

  • Reply to

    Time to BUY

    by dd_avenger Feb 9, 2016 9:58 AM
    theseriousinvestor theseriousinvestor 4 hours ago Flag

    It is certainly a test of ones sphincter muscles :-(

  • Reply to

    For the time being, please forget

    by hddriven 22 hours ago
    theseriousinvestor theseriousinvestor 22 hours ago Flag

    This is not meant to be argumentative but merely a fair question. A week ago you were saying, " I believe that there will be some good news for GST stakeholders pretty darn soon. The weakness we are experiencing and may see tomorrow or in coming days etc might be a good time for you to consider covering your short position". You also added that things while serious, were not dire.

    You sound more dire. What has changed, if anything, relative to GST?

  • theseriousinvestor by theseriousinvestor Feb 9, 2016 9:26 AM Flag

    I saw that private equity bought Hyundai's container ship business. Anyone know if that includes the leases with CPLP? Seems like it would. That would be a positive for CPLP, getting the lease in stronger hands.

    Sentiment: Strong Buy

  • Reply to

    Using cash.

    by gatr55 Feb 8, 2016 1:14 PM
    theseriousinvestor theseriousinvestor Feb 9, 2016 6:53 AM Flag

    Tomorrow is the deadline for the company to provide some info to the bank in connection with the waivers that permitted the preferred dividends. Perhaps there is some fear or concern regarding that and I guess that would disproportionately impact the preferreds but still I would expect some impact on the common espec. on a down day in the sector. Perhaps Kleinheinz is buying more common

  • Reply to

    Using cash.

    by gatr55 Feb 8, 2016 1:14 PM
    theseriousinvestor theseriousinvestor Feb 8, 2016 1:50 PM Flag

    Is there any logic to the common holding up while the preferreds tank?

  • Reply to

    From another board: FWIW [not me] #2

    by theseriousinvestor Feb 8, 2016 11:25 AM
    theseriousinvestor theseriousinvestor Feb 8, 2016 12:31 PM Flag

    Well, there would be no point in selling these assets in this environment unless it was going to improve their liquidity, i.e. after sale cash & credit line is improved after deducting sold reserve value. So I see the question as how much better off they will be. I would think the market would view any deleveraging as highly positive.

  • theseriousinvestor by theseriousinvestor Feb 8, 2016 11:25 AM Flag

    Gastar closed the data room because they have an offer which is being finalized now. Buyer is still doing due diligence work. Sale of Marcellus/Utica should be announced this quarter. Sale proceeds will be used to pay off the bank credit facility, which will make Wells Fargo happy

  • theseriousinvestor by theseriousinvestor Feb 5, 2016 10:51 AM Flag

    Fri Feb 05, 2016 10:46 am
    I just spoke with a very helpful IR person. The divs are not in any immediate danger of being suspended. The company took money on their line of credit to use for the Stack play, etc. That money is in the bank, still unused. However, in order to take out as much as they wished, they had to get the bank's "waiver" in order to keep paying the divs. They got that waiver. They closed the data room, which was open to any company willing to sign a non-disclosure, but they continue to have discussions with certain companies that have looked at the books. So, all in all, no new news.

  • Reply to

    BOD Integrity

    by toe_49 Feb 4, 2016 12:55 PM
    theseriousinvestor theseriousinvestor Feb 5, 2016 8:16 AM Flag

    Oh, yea of little faith :-)

  • Reply to

    BOD Integrity

    by toe_49 Feb 4, 2016 12:55 PM
    theseriousinvestor theseriousinvestor Feb 4, 2016 1:27 PM Flag

    You are incorrect on your dates. The deadline is not tomorrow, it is Feb 10 for GST to provide cash flow projections, etc. Also, the agreement provides for waiver of potential defaults until March 10 thereby enabling the declaration and payment of the current month's dividend. I expect we will see the dividend announcement shortly.

  • theseriousinvestor by theseriousinvestor Feb 3, 2016 2:40 PM Flag

    I certainly didn't expect the preferreds to outperform the common today.

    [McGoo...yahoo ate your post. I see you made one but it doesn't display. Did you include a verboten link?]

    Sentiment: Strong Buy

  • Reply to

    Serious investor

    by hddriven Feb 3, 2016 8:36 AM
    theseriousinvestor theseriousinvestor Feb 3, 2016 9:12 AM Flag

    Your latest post, claiming you don't tell people to buy or sell, not surprisingly directly contradicts many of your own posts including the one I cited on Jan 22 telling people to "lighten up their GST stock positions or completely get out." I can't help you if you consider reading back your own words to be "presumptuous, vengeful and dishonest."

    Sentiment: Strong Buy

  • Reply to

    8-k Filing Today

    by toe_49 Feb 2, 2016 4:02 PM
    theseriousinvestor theseriousinvestor Feb 3, 2016 7:38 AM Flag

    Squeeze- you overstate the situation and you obviously haven't read this board enough to know that hd merely pushes the view that suits his current trading position. It was less than two weeks ago, Jan. 22, he was says holders should "lighten up their GST stock positions or get completely out"; and, that bondholders "know that GST is in huge trouble, and facing a life or death liquidity crisis". While he praises mgmt. today he has repeatedly denigrated them. On Jan 19 he said, "Management wanting to have its way of how things are done, to maintain its generous salaries and other compensation, having its rubber stamp approval on all decisions, even if that is not in the common shareholder's best interest."

    There are dozens of other such examples of conflicting views without valid basis for the change. He loves to call me disingenuous while he proves himself to be the King of Disingenuous. I only post information. I don't tell people to buy or sell. They can assess it for what they deem it's worth. Unlike hd, I don't ever, let alone repeatedly, post innuendo about what is going on behind the scenes nor do I suggest that I know something the general public does. Innuendo is the favorite tool in the toolbox of every misleading message board poster.

    Bottom line is his posts are dictated by his current market position and are repeatedly inconsistent, conflicting and contradictory from week to week.

  • Reply to

    8-k Filing Today

    by toe_49 Feb 2, 2016 4:02 PM
    theseriousinvestor theseriousinvestor Feb 2, 2016 5:08 PM Flag

    Not the best news on the surface but at least they can continue to pay preferreds during negotiations. A successful negotiation could help reverse the preferreds slide but who knows what happens between now and then.

    Sentiment: Strong Buy

  • Reply to

    "Retirement" of Michael McCown

    by biketoxs Feb 2, 2016 12:41 PM
    theseriousinvestor theseriousinvestor Feb 2, 2016 2:12 PM Flag

    I am in the rare position of being in agreement, at least partial agreement with Hd. A capital constrained company cannot afford a CEO, CFO and COO. McCown was largely involved in the Marcellus/Utica work and since there isn't much going on there or planned to go on there, why have a highly paid exec. overseeing it?

    Sentiment: Strong Buy

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